See which tags are used across Carbone templates
Get a current list of template tags on a schedule, so naming and document searches are easier to maintain.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Inconsistent or forgotten tags can make it harder to find the right document template later.
- List tags currently used across templates.
- Give the team a repeatable point for organization review.
- Make document discovery easier to maintain.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to retrieve the tag list and summarize it for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real tag inventory and confirm the summary is clear.
Questions about this workflow
Does this workflow apply tags?
No. It lists tags currently used in Carbone templates. Updating template metadata is a separate action.
What starts the audit?
A notis_cron schedule starts the audit at the cadence you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Carbone. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
ActiveTrail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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